LifePlan Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LifePlan Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$4.78M	Sell	121,432 -581	-0.5%	-$22.6K	2.06%	14
2020 Q2	$4.42M	Sell	122,013 -52,883	-30%	-$1.82M	2.02%	14
2020 Q1	$5.29M	Sell	174,896 -1,797	-1%	-$64.5K	2.87%	7
2019 Q4	$6.68M	Sell	176,693 -1,366	-0.8%	-$49.4K	2.97%	7
2019 Q3	$6.21M	Buy	178,059 +9,716	+6%	+$338K	2.92%	7
2019 Q2	$5.82M	Buy	168,343 +8,860	+6%	+$300K	2.8%	8
2019 Q1	$5.3M	Buy	159,483 +159,212	+58,750%	+$5.08M	2.83%	5
2018 Q4	$8K	Hold	271	–	–	0.01%	408
2018 Q3	$9K	Sell	271 -671	-71%	-$22.4K	﹤0.01%	399
2018 Q2	$30K	Sell	942 -1,023	-52%	-$32.5K	0.02%	287
2018 Q1	$61K	Buy	+1,965	New	+$62.9K	0.04%	206

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's SPYM Position: Q3 2020 in Review

LifePlan Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.48% in Q3 2020, selling an estimated $22.6K and leaving 121,432 shares worth $4.78M. The position accounts for 2.06% of the portfolio, ranked #14.

LifePlan Financial Group first reported a position in SPYM in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.68M in Q4 2019. 360 funds tracked by Wall St. Rank hold SPYM as of Q3 2020.

LifePlan Financial Group held 121,432 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.78M as of Q3 2020.
LifePlan Financial Group sold 581 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2020, an estimated $22.6K.
State Street SPDR Portfolio S&P 500 ETF made up 2.06% of LifePlan Financial Group's portfolio in Q3 2020, its #14 holding.
LifePlan Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.68M in Q4 2019.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.